Our Process

At Everalls Wealth, our approach is focussed on understanding you, your aspirations, and your unique financial landscape. We know that you’re not just looking for financial advice; you’re looking for a partner who can help you achieve your goals. It’s why the process we follow with all our clients is so important: to ensure our work is always in alignment with your goals.

Initial Consultation
Initial Consultation:

We begin with a personalised consultation where we get to know you, where you are now and what your financial and personal goals and dreams are. We’ll discuss your current financial status including income, living expenses, investments, superannuation, insurance, and estate planning positions. Having established where you are now versus where you want to be, we can talk to you about the different types of strategies that we think might work for you and how we can help you get on track to achieving your financial goals.

Data Collection
Data Collection:

This is where we gather the crucial, nitty gritty data about your current financial circumstances. We analyse your existing assets, liabilities, income, and expenses. We then determine the gap between your financial status and the resources needed to achieve your goals.

Draft Strategies & Modelling
Draft strategies & Modelling:

Our team of experts will develop a range of tailored strategies, like pieces of a puzzle, designed to work together to achieve your financial goals. We model these draft strategies to create a roadmap that charts your path and progress towards achieving your goals within the desired timeframe, ensuring tax efficiency and sustainability.

Statement of Advice
Statement of Advice:

The culmination of our analysis and strategy development is then presented to you in a document called a Statement of Advice. This comprehensive document outlines the various strategies, step by step, together with the underlying investment recommendations. 

From savings amounts, debt repayments, and super contribution recommendations through to underlying investment recommendations, we’ll provide you with all the detailed steps to ensure you have a clear roadmap to success.

Implementation
Implementation:

Once you understand and are comfortable with our recommendations, we will organise all the necessary paperwork required so that we can implement the various strategies for you.

Ongoing relationship
Ongoing Relationship Service:

Our commitment to you doesn’t stop at implementation. Because things always change we provide an Ongoing Service to our clients.

The world is constantly changing – legislation like tax rates, super contribution limits; economic factors like market performance, interest rates & exchange rates; and personal factors like family changes, pay rises, and goal changes.

It’s important we keep in touch to review and tweak or update the strategies accordingly to ensure you stay on track to achieving those longer term goals.

Let's start this journey together

At Everalls Wealth, we’re with you every step of the way – from envisioning your financial dreams to navigating the twists and turns of life. Ready to take the first step?